Original filing (PDF)20251013170512NAL0003779682001

TARA HOWELL D.M.D., P.L.L.C.

Name: TARA HOWELL D.M.D., P.L.L.C. — CAROLINA DENTAL RETIREMENT PLAN & TRUST, Form 5500 (2024)
Creator: TARA HOWELL D.M.D., P.L.L.C.

Form 5500-SF

FILING_RECEIVED

CAROLINA DENTAL RETIREMENT PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$674K

Net assets (EOY)

$670K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TARA HOWELL D.M.D., P.L.L.C..

Plan sponsor

Name

TARA HOWELL D.M.D., P.L.L.C.

EIN

20-8909144all filings

Address

15830 BALLANTYNE MEDICAL PL · SUITE 120 · CHARLOTTE, NC · 28277

Phone

(704) 996-5590

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